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System Instructions



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Introduction

Tableau allows users to configure data and save it locally. Additionally, users can download reports and share them internally, and under certain circumstances, externally.



Info

Some Tableau dashboards contain multiple tabs that represent each worksheet in the dashboard. Data is only downloaded from the active worksheet. This does not apply to Views which contain the same data elements but organized differently.


Downloading Tableau Data

From a Particular Visual to Excel

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UI Step

The Download option is located on the Tool Bar which is either displayed at the top or bottom of the screen.

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Select Download in the upper right hand corner

.

UI Step

Then, select the file format for the data export

Click into the Tableau visual that you would like to download into Excel.

UI Step
Select Crosstab to download data that matches the data visualization. (A selection of Data would get you all the underlying
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Additional instructions for specific file format types:

File Format TypeOutputAdditional Steps
ImagePng. image file of the selected visualization.

N/A

DataUnderlying data in the Tableau workbook
.)
as a CSV file.
  1. Select Full Data
  2. Check off the Show all columns box
  3. Click on Download all rows as a text file
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UI Step


Crosstab Allows for the export of a particular Tableau visual to an Excel or CSV file.
  1. Click into the Tableau visual that you would like to download into Excel
Select Worksheet
  1. . If you have selected a visual
in the first step
  1. , Tableau will default to having that sheet selected in the next step.
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  1. Select the sheet you wish to download
  2. Select CSV
and open the file in Excel. 
  1.  
  2. Select Download
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Warning

Selecting Excel format can result in merged cells in Excel, which can pose challenges for data analysts.

Downloading Tableau Data


PDFVisual(s) will be opened in a PDF file.
  1. Select the view(s) you would like to export.
  2. Adjust the scaling, paper size, and orientation as necessary.
  3. Select Download
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UI StepThe Download option is located on the Tool Bar which is either displayed at the top or bottom of the screen.
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PowerPointVisual(s) will be opened in a PowerPoint file. Each visual selected will have a separate slide.
  1. Select the view(s) you would like to export.
  2. Select Download
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UI StepThen, select the file format for the data export.


Tableau WorkbookEntire Tableau Workbook will be downloaded.
  1. Select the Tableau version you would like the workbook exported to. For most users, this will be the current version. CHECK FOR ACCURACY ON THIS STATEMENT
  2. Select Download
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